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Board Intelligence Reviews & Product Details

Value at a Glance

Averages based on real user reviews.

Time to Implement

1 month

Board Intelligence Integrations

(3)
Verified by Board Intelligence

Board Intelligence Media

Board Intelligence Demo - Marketing Leading Board Portal app
The simplest, most secure way to access your board papers. Available on iPad, iPhone and Windows devices.
Board Intelligence Demo - Board Pack Manager
Create your board's agenda with drag and drop ordering and automated timings then publish to the board in just a few clicks.
Board Intelligence Demo - Agenda planner
With the ease of drag and drop, you can move your agenda items seamlessly between meetings and the timings will automatically update across your agenda.
Board Intelligence Demo - Virtual board meeting integration
Integration with video conference apps, ensuring your remote meetings remain secure.
Board Intelligence Demo - Director collaboration
Ask clarification questions and share notes with other board members ahead of the meeting — to use time effectively.
Board Intelligence Demo - “Stunningly good” service and support
True 24/7 support from BI24, our specialist support team.
Board Portal - board management software with enterprise-grade security and support. Board Intelligence’s board portal software is a highly secure platform where board members can view, comment, and collaborate on their board documents.
Play Board Intelligence Video
Board Portal - board management software with enterprise-grade security and support. Board Intelligence’s board portal software is a highly secure platform where board members can view, comment, and collaborate on their board documents.
Find out how implementing the QDI Principle drove consistently higher-quality board papers and board discussions for Trustpilot after their IPO.
Play Board Intelligence Video
Find out how implementing the QDI Principle drove consistently higher-quality board papers and board discussions for Trustpilot after their IPO.
“You understood what it was we needed to do, to improve the effectiveness of the board. Your model around the board papers was just brilliant.”~ Guy Dunlop, General Counsel, TSB.
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“You understood what it was we needed to do, to improve the effectiveness of the board. Your model around the board papers was just brilliant.”~ Guy Dunlop, General Counsel, TSB.
Find out why fast-growing bank OakNorth chose Board Intelligence.

“Board meetings run more effectively and more professionally.”~ Annie Woodward, Director and Company Secretary
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Find out why fast-growing bank OakNorth chose Board Intelligence. “Board meetings run more effectively and more professionally.”~ Annie Woodward, Director and Company Secretary
With e-Signatures, manage document approvals directly from your Board Intelligence board portal and sign documents straight from the app. Perfect for approving minutes, signing motions and resolutions, or authorising a contract.
Play Board Intelligence Video
With e-Signatures, manage document approvals directly from your Board Intelligence board portal and sign documents straight from the app. Perfect for approving minutes, signing motions and resolutions, or authorising a contract.
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Board Intelligence Reviews (190)

Reviews

Board Intelligence Reviews (190)

4.6
190 reviews

Review Summary

Generated using AI from real user reviews
Users consistently praise the user-friendly interface and responsive customer support of the software, highlighting how it simplifies the preparation and distribution of board packs. The intuitive design allows for easy navigation and efficient document management, making it a valuable tool for board members and administrators alike. However, some users note that the interface can feel a bit rigid at times.

Pros & Cons

Generated from real user reviews
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AA
Trainee Company Secretary
Mid-Market (51-1000 emp.)
"Easy-to-Navigate Portal with a Feature-Rich, User-Friendly App, and amazing support team"
What do you like best about Board Intelligence?

I like that the portal is very easy to use and navigate, the shelves are clear and various meetings can be added. The app version is user friendly, with various features such as note making, bookmarking, now an additional feature of InsightDriver which can allow more in depth conversatoins Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The current issue I have is that if your pack is published and you make changes to the pack, there is no way to undo these, especially when you have to make changes. Though, the team is really helpful and suggested the change to the products team to look into Review collected by and hosted on G2.com.

Jamie W.
JW
Chief Governance Officer
Mid-Market (51-1000 emp.)
"Fast, Effective Pack Portal & Board Effectiveness Reviews"
What do you like best about Board Intelligence?

The speed and effectiveness of the board pack portal is great. It makes it very quick and easy to compile and circulate board packs. The 24/7 customer support team are also great at dealing with any issues that crop up. I use Board Intelligence on an almost daily basis and it is one of my favourite products/tools. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The layout of our board pack portal changed w/e 1 February 2025 following our decision to onboard a separate Board Intelligence product (Board Surveys). I preferred the layout of the old portal which looked more professional. We also had some speed and performance issues associated with that change, however, BI's customer support team have looked into this and those issues do now appear to have been fixed. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello Jamie,

Thanks so much for taking the time to share this, given how heavily you’re using the platform your feedback is genuinely useful for us .

It’s great to hear how much of a difference the speed and ease of building board packs is making for you, particularly with the sheer number of meetings you’re running each year. And being called one of your favourite tools definitely means a lot! Really glad to hear the support team has been there for you when needed too, they will be very happy to have been mentioned.

On the portal changes, I completely understand your point; When you’re used to a certain look and feel (especially one that felt more polished), changes can be a bit jarring and it’s really helpful to hear your perspective on this as it will help us to shape future changes.

It’s also brilliant to hear how far things have come since the old paper/PDF days, that’s exactly the kind of transformation we’re aiming to support.

I do hope your experience with Board Surveys is as positive an experience as you have had with rest of Board Intelligence, we would be very keen to hear your feedback on this as your time with the product grows.

Really appreciate you sharing.

All our very best,

The BI Team

Cindy H.
CH
Corporate governance officer
Mid-Market (51-1000 emp.)
"Board Intelligence Streamlines Governance and Saves Time"
What do you like best about Board Intelligence?

Board Intelligence is widely valued because it streamlines governance work, enhances board effectiveness, and saves significant time for governance teams. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Nothing so far however I would like enhancements on the minutes drafting Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hey Cindy,

Thank you for such a positive and detailed review.

We’re really pleased to hear that Board Intelligence is helping streamline governance processes, improve the quality of your board materials, and save significant time for your team.

It’s also great to know the platform’s security, AI-supported tools, unified workflows, and intuitive design are strengthening board effectiveness and reducing operational pressure.

We really appreciate your feedback on your minutes drafting experience. Continued development in this area is very much on our radar, and input like yours helps us prioritise areas for improvement that will have the greatest impact for our users.

Thank you again for your trust and support.

All our very best,

The BI Team.

JR
Chair
Enterprise (> 1000 emp.)
"Superb Tool for Secure, Effortless Board Paper Management"
What do you like best about Board Intelligence?

It is a superb tool for disseminating Board Papers, reviewing them and increasingly to use AI tools to interrogate them and ensure Directors are fully appraised of current and historical perspectives.

It is secure and easy to use and provides the ability to access historical papers and minutes with ease. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

The ability to use AI tools to maximise the data available is still improving - and I look forward to making better use of this in the future.

The messaging system and annotation process is a little clunky and lacks flexibility/functionality but it is still usable. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello James,

Thank you for taking the time to share such a thoughtful and detailed review.

We’re delighted to hear that Board Intelligence is proving to be a user friendly effective tool, helping you to make more informed discussions at the Board level. It’s especially encouraging to know that our AI capabilities are already helping your team to save time.

We also really appreciate your candid feedback. You’re absolutely right that we’re continuing to enhance our AI tools to help users get even greater value from their data, and it’s great to hear you’re looking forward to making more use of this as it evolves. Ongoing development in this area is a major focus for us.

Thank you as well for highlighting your messaging and annotation experience. Feedback like this is invaluable and helps inform our product roadmap as we work to make collaboration more intuitive, flexible, and seamless.

We’re grateful for your partnership and are committed to continuously improving the platform to better support you and your Board.

All our very best,

The BI Team.

ED
Mid-Market (51-1000 emp.)
"User-Friendly Platform with Stellar Support But Pricey"
What do you like best about Board Intelligence?

I think the platform is extremely user-friendly from a back-end perspective. I find the individuals who work for Board Intelligence to be extremely responsive, very approachable, and extremely eager to support you with any issues from a technology perspective. They're also helpful in driving productivity or innovation in your business. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I think the biggest barrier to utilizing more of the Board Intelligence features is, unfortunately, cost. At the moment, the package means that we are charged per user for access. I think if we were to utilize Board Intelligence to its fullest extent in our business, we would want to drive the use across all our departments through senior executives and down. That would be quite pricey for our businesses. The cost would be based on per individual user, which is something that if it could be reviewed, we'd definitely try our appetite further. Review collected by and hosted on G2.com.

EC
Legal and Co-Sec Administrator
Mid-Market (51-1000 emp.)
"Easy Pack Sharing and Distribution for Any Meeting"
What do you like best about Board Intelligence?

I love how it allows for shared use of packs and the ease of contributing and distribution of packs for any meeting. It is easily accessible for users no matter their tech skills lays out packs in a uniformed and easy to read manner. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I often notice a couple bugs regarding the scrolling function of unpublished board packs but that is easily managed. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello Emma,

Thank you for such a thoughtful review.

We’re so pleased to hear that Board Intelligence is making meeting preparation smoother for you and that its user friendly nature has been so well received by tech users of all levels, this is exactly the experience we aim to deliver.

Thank you as well for flagging the scrolling issue with unpublished packs. Feedback like this helps us continue improving the experience, it is worth keeping in mind that our support team is on hand 24/7/365 to investigate and resolve any issues quickly should you encounter them; I would be very keen to speak with you about the bug you have mentioned to see if we can get this resolved. Please do reach out to our support team to discuss this.

It’s especially rewarding to hear that Board Intelligence has made board season less stressful. Supporting smoother, more coordinated governance processes is what we’re here for.

Thank you again for sharing your experience.

All our very best,

The BI Team.

CS
"Streamlined Board Meetings, Needs Integration Improvements"
What do you like best about Board Intelligence?

I like that Board Intelligence is all online, making it easier to distribute board packs, read and review them, and refer to prior ones. It's easy to use, and I appreciate the intuitive shelf layout. Plus, past packs being saved is a helpful feature. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I would like it if DocuSign were integrated and there should be a section to add attendees, including whether they are joining remotely or physically and their titles. I currently handle this by creating a Word document in the options section as a cover page. The initial setup was a bit tricky because we were confused about whether our IT should handle it, or if it was up to Board Intelligence or a colleague. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Thank you so much for your thoughtful feedback, we’re delighted to hear that Board Intelligence is making board pack distribution and review easier for you and that Board Intelligence as a whole is benefiting you in practice.

We also really appreciate your constructive suggestions in relation to DocuSign and a dedicated section for attendees. Feedback like this directly informs how we continue to improve the platform, I will be sure to raise this with our product team.

We’re sorry to hear the initial setup felt unclear. That’s certainly not the experience we want for our users. We’ll use your feedback to help make setup guidance clearer for future clients.

Thank you again for taking the time to share your experience, we truly appreciate it and are glad Board Intelligence is supporting your board processes.

Wishing you all the very best,

The BI Team.

Verified User in Transportation/Trucking/Railroad
AT
Mid-Market (51-1000 emp.)
"User-Friendly Portal with Exceptional Support"
What do you like best about Board Intelligence?

I really appreciate how Board Intelligence makes it quick and easy to prepare agendas and meeting packs and circulate them securely. I've used several board portals over the years, and I find Board Intelligence to be the most user-friendly for both administrators and readers. Their support team is second to none and responds quickly whenever I need assistance. It's telling that we've been using Board Intelligence for over 10 years, despite the presence of many competitors. The initial setup was incredibly easy, and I value that immensely. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

There's nothing I dislike, but I suppose a reduction in price would always be welcome! One day I would love to see an action tracker tool. Review collected by and hosted on G2.com.

Response from Michael McPherson of Board Intelligence

Thank you for your positive review of Board Intelligence. We're thrilled to hear that you find our platform user-friendly and our support team helpful.

Our aim is to provide a simple yet sophisticated platform for compiling board and committee agendas efficiently and accurately; if you have any questions or suggestions please don't hesitate to reach out. Thank you again for your feedback.

Best wishes, the BI team

DS
Manager - Delegate Oversight
Mid-Market (51-1000 emp.)
"Easy to Use with a Simple, Clearly Organized Interface"
What do you like best about Board Intelligence?

Its really easy to use. The interface is laid out simple and the packs are named correctly and easy to distinguish. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

Not much really. Maybe the icons could be smaller on the library page. Review collected by and hosted on G2.com.

CS
Clinical Safety Officer
Enterprise (> 1000 emp.)
"Streamlined Board Management and Effortless Collaboration"
What do you like best about Board Intelligence?

We use Board Intelligence to consolidate all our papers for the North Area Quality Sub-Committee. This has made our processes much smoother and more efficient, saving us time and cutting down on the back-and-forth typically involved in meeting preparation. With everything stored in a single location, board members can easily access the documents they need and keep up to date.

Overall, Board Intelligence has significantly improved the way we share information and manage our papers, enhancing communication and governance throughout the board. Review collected by and hosted on G2.com.

What do you dislike about Board Intelligence?

I have a few minor dislikes, mostly related to cosmetic aspects. For instance, when formatting papers and agendas, the layout and fonts occasionally shift, requiring some additional adjustments before the documents are finalized. However, these are only small inconveniences and do not detract from the overall advantages of using the system. Review collected by and hosted on G2.com.

Response from Lewis Morley of Board Intelligence

Hello Christopher,

Thank you for sharing such a detailed review of your experience with Board Intelligence. It’s fantastic to hear how the platform has streamlined the consolidation of papers and improved efficiency in meeting preparation. Having everything stored in one location certainly makes it easier for board members to access their vital documents.

Your insights into how Board Intelligence have helped to navigate the challenges faced by the NHS are particularly compelling. In a climate of financial constraints and increased demands for quality care, tools that enhance efficiency and communication are invaluable and I am joyed to know that BI is playing a crucial role here.

I appreciate your points about minor cosmetic issues, like formatting shifts. While I understand those can be frustrating, it’s great to know they don’t overshadow the overall benefits you’ve experienced with the system, with that said I would like to understand if there is a way we can improve in these areas to provide a better user experience, as such I would ask if you could reach out to our team to discuss these needs.

Thank you very much for sharing your perspective, it highlights both the strengths of Board Intelligence and the tangible benefits it offers in a demanding environment.

Please do stay in touch as we would love to hear more on your experiences with Board Intelligence as we grow with you.

Wishing you all our best,

The Bi Team.

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Pricing Insights

Averages based on real user reviews.

Time to Implement

1 month

Return on Investment

9 months

Average Discount

11%

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Board Intelligence Features
Scheduling
Agenda builder
Meeting Minutes
E-Signatures
Permissioning
Annotations and Notes
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Board Intelligence